We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF

823 hedge funds and large institutions have $4.42B invested in iShares S&P Small-Cap 600 Value ETF in 2024 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 276 increasing their positions, 257 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $814K

153% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 40

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

6% more funds holding

Funds holding: 778823 (+45)

7% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 257

2% more capital invested

Capital invested by funds: $4.34B → $4.42B (+$75.5M)

0.94% more ownership

Funds ownership: 60.7%61.64% (+0.94%)

Holders
823
Holders Change
+45
Holders Change %
+5.78%
% of All Funds
10.84%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.34%
New
101
Increased
276
Reduced
257
Closed
40
Calls
$2.28M
Puts
$814K
Net Calls
+$1.47M
Net Calls Change
+$799K
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
351
Brighton Jones LLC
Washington
$835K +$48.3K +436 +6%
FPGK
352
Financial Partners Group (Kansas)
Kansas
$827K +$26.6K +240 +3%
VIA
353
Vickerman Investment Advisors
Washington
$822K -$3.88K -35 -0.5%
SWM
354
Spire Wealth Management
Virginia
$809K -$111 -1 -0%
NF
355
Nikulski Financial
Iowa
$808K -$8.31K -75 -1%
PPW
356
Presilium Private Wealth
Pennsylvania
$795K -$2.33K -21 -0.3%
AFC
357
AFT Forsyth & Company
Florida
$790K +$1.33K +12 +0.2%
Citadel Advisors
358
Citadel Advisors
Florida
$786K -$2.19M -19,739 -73%
AC
359
Apella Capital
Connecticut
$770K -$39K -352 -5%
CFA
360
Camarda Financial Advisors
Florida
$754K +$769K +6,938 New
QHA
361
Quarry Hill Advisors
Minnesota
$748K
CFG
362
Citizens Financial Group
Rhode Island
$748K +$2.77K +25 +0.4%
IC
363
IEQ Capital
California
$741K +$1.11K +10 +0.1%
MSWMA
364
Market Street Wealth Management Advisors
Indiana
$736K -$6.98K -63 -0.9%
WIA
365
World Investment Advisors
California
$734K -$39.5M -356,321 -98%
ACA
366
Atlas Capital Advisors
Wyoming
$734K
OC
367
Oppenheimer & Co
New York
$729K +$124K +1,121 +20%
MAM
368
Mystic Asset Management
Rhode Island
$728K
PS
369
Principal Securities
Iowa
$728K +$51.1K +461 +7%
CA
370
Clearstead Advisors
Ohio
$724K +$55K +496 +8%
VC
371
Vicus Capital
Pennsylvania
$724K -$232K -2,090 -24%
JAG
372
Journey Advisory Group
Kentucky
$718K
SC
373
Schoolcraft Capital
Colorado
$715K -$96.8K -873 -12%
WGC
374
Watts Gwilliam & Co
Arizona
$704K -$49K -442 -6%
CT
375
Colonial Trust
South Carolina
$703K

IJS Hedge Fund Activity: Q4 2024 in Review

823 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Value ETF (IJS) for Q4 2024, worth a combined $4.42B — up 1.7% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new IJS positions and 40 closed out — a net gain of 61 holders — while 276 added to existing stakes and 257 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $43.2M. The largest seller was World Investment Advisors, cutting an estimated $39.5M.

  • 823 institutional investors held iShares S&P Small-Cap 600 Value ETF (IJS) as of Q4 2024, up from 778 in Q3 2024.
  • Funds reported $4.42B of iShares S&P Small-Cap 600 Value ETF stock for Q4 2024, up 1.7% quarter-over-quarter.
  • 101 funds opened new iShares S&P Small-Cap 600 Value ETF positions in Q4 2024 and 40 closed out, a net change of +61 holders.
  • The largest iShares S&P Small-Cap 600 Value ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $43.2M added.
  • The largest iShares S&P Small-Cap 600 Value ETF seller in Q4 2024 was World Investment Advisors, an estimated $39.5M sold.

Based on aggregated 13F filings for Q4 2024.